# Double Bay Management & Planning

Double Bay Management & Planning is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** 50 California Street, Suite 1500, San Francisco, CA 94111, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** doublebaymp.com

## Regulatory record

- **CRD number:** 136373
- **SEC file number:** 801-106587
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136373

## About

Double Bay Management & Planning was established in 1998 and operates from San Francisco as a registered investment advisor. Led by Keir — a CFA charterholder and CFP professional — the firm remains a solo-practitioner or boutique operation serving individuals, high-net-worth clients, and small companies with a single-minded focus on cost efficiency. The firm's strategy rejects active management entirely. It builds portfolios using only extremely low-cost, pure no-load passive investments and concentrates its fund-selection efforts on Dimensional Fund Advisors — a fund complex it selects because DFA overweights true value and micro-cap stocks based on statistically meaningful probability of long-term outperformance. The practice covers investment management, financial planning, and small-business retirement plans, including 401(k) design. Geographic focus is domestic, centered on San Francisco and US-based clients. The advisory is structured as a lean, independent fee-only shop at 50 California Street. Keir's professional affiliations include the American Society of Pension Actuaries, the Security Analysts of San Francisco, and the Financial Planning Association. The firm acts as a fiduciary planner and asset manager, not a multi-family office or institutional allocator — adjacent vehicles such as philanthropic foundations or club memberships are not disclosed. Structurally, Double Bay diverges from most RIAs by operating as a philosophical pure-play. Its entire investment thesis is built on the efficient-market hypothesis applied through a single fund family, rejecting the multi-manager, alternatives-inclusive models that dominate Bay Area wealth management. The firm's independence is its governance — no external capital, no proprietary products, no commission-based revenue.

## People

- Keir — Financial Advisor

## Questions

### Who runs investment decisions at Double Bay Management & Planning?

Keir, the firm's named financial advisor. He holds both the CFA and CFP designations and is a member of the American Society of Pension Actuaries and the Security Analysts of San Francisco. Investment decisions are made within a solo-practitioner structure.

### How does Double Bay Management & Planning construct client portfolios?

The firm builds portfolios exclusively from extremely low-cost, passive investments. It selects Dimensional Fund Advisors (DFA) funds because DFA overweights true value and micro-cap stocks, which it views as having a statistically meaningful probability of beating the market over time. No active managers or alternatives are used.

### Does the firm participate in fund commitments or only direct securities?

Double Bay does not engage in private fund commitments or direct deals. Client assets are deployed into publicly traded securities through DFA mutual funds or similarly passive vehicles. The firm is an advocate of broadly diversified, low-cost market exposure.

### What is Double Bay's known posture on co-investments alongside external managers?

The firm does not co-invest alongside external managers. Its model rejects active management, relying instead on a fiduciary advisor selecting passive funds. There is no disclosed participation in GP or LP co-investment structures.

## Related profiles

- [Byrne & Company Wealth Management](https://altss.com/profile/byrne-and-company-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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